Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$689K Sell
2025
Q1
$572K Sell
2024
Q4
$900K Sell
2024
Q3
$887K Sell
2024
Q2
$799K Sell
2024
Q1
$745K Sell
2023
Q4
$617K Buy
2022
Q2
$574K Buy
2021
Q3
$623K Buy
2021
Q2
$590K Buy
2021
Q1
$555K Buy
2020
Q4
$555K Buy
2020
Q3
$407K Buy
2020
Q2
$195K Buy
2020
Q1
$123K Buy